To begin setting up your integration with TruFunding, please make sure you have your subsidiaries set up first. Then, follow the instructions below to set up your integration:
Part 1: Configure Your Notice of Assignment
Navigate to 'Company Profile'
Find the "Important Information" section of the Management page, then click the plus sign (+) button. The "Manage Important Info" pop-up window will appear.
In the Manage Important Info window, click the drop-down menu to find and select "Notice of Assignment". Then, copy and paste the Notice of Assignment text from your factoring company into the text box.
Finally, click the blue Save button to save your changes.
Part 2: Configure TruFunding Integration in Alvys
Navigate to Integrations
Select the subsidiary you wish to integrate with TruFunding, then expand the FactoringFTP option from the list of integration types.
Click the pencil icon next to the "TruFunding" option.
Enter the username (same as the username for the TruFunding web portal)
Click the blue Save button to save your changes. A green tick will appear beside TruFunding indicating the integration was successful.